Method Community

I recall seeing a list somewhere of what you can do in QuickBooks that cannot be done in Method, but I just can't find it.  I know that payroll transactions and credit card payments can't be handled, but what are the other transactions that cannot be done using Method? 

OK.  Reconfiguring my email worked.  Apparently Method doesn't like my Windows Live/Hotmail email account, so I switched to another (Gmail) account and everything worked.  Thanks for your help, Amanda! 

 Hi Cindy, Thanks for getting back to me on the Filter String Editor, I'll look into it some more and get back to you on the possibility of filtering those 2 conditions. Please let me know if you have any luck with moving the fields to the detail section.

Please refer to http://www.methodintegration.com/cs/forums/p/940/3190.aspx#3190 for a reply on this post.

Hello, I tried testing this out, by logging onto the default CRM Customer Portal as a Customer and then updating the 'Phone' field under 'My Profile'. The phone number for the Customer was updated in QuickBooks and Method in real time, no problem. Have you set up the Default Email Preferences under Customize > My Account? You ...

 Hello Wilna, The Job Name field on the Work Order screen is meant to be a short text description of the job. Examples of possible Job Names are 'Service Call' or 'Computer Repair' or 'Tree Trimming' etc. It does not appear on the invoice. The field as it appears on the table is called 'Comments' ...

To try out the customer portal, I added a test customer to QuickBooks, and added the portal to my website.  I registerd the customer and received a user name & password. When I signed in to the portal and tried to change my contact information, I received the following error: "ERROR^Action Sequence 14: Error with user ...

Hi again!  OK, so I tried moving the fields into the detail section; no change in the report.  However, maybe I need to further understand the difference in the 2 sections.  I'm going to look into that. The 'Filter String Editor' can be found in the report designer.  If you click outside the report, look under ...

 

 Hey Kandy, I was able to link everything when I created the report from the Entity Table, give that a shot and see if it allows you to do what you are looking for. Master Table: Entity Detail 1: Bill.VendorRef Detail 2: Billlineitem.CustomerRef Detail 3: Transactions.EntityRef